Experienced Implementation Specialist
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Requirements
• Five or more years of retirement plan implementation/onboarding experience • Ability to manage workload towards weekly goals in a “results only” environment • Excellent written and verbal communication skills • Excellent time management, organizational skills, and ability to multi-task • High level of critical thinking • Coachable and committed to professional development; industry credentials are an added bonus
Responsibilities
• Provide excellent client/advisor experience during the implementation phase of their plan • Request and coordinate collection of data such as census information, plan documents, prior compliance testing, and IRS forms from clients and outside professionals • Act as a liaison between clients, advisors, and platform providers during the implementation phase of the plan • Review plan adoption agreements and complete plan provision paperwork for the various platform providers • Assist clients with plan provision inquiries to ensure a basic understanding of plan operation • Participate in weekly calls with clients, financial professionals, and platform providers to manage plan timelines • Set-up internal systems, and load information into our compliance software • Perform work according to Nova policies and procedures
Benefits
• Base Salary $70,000-$85,000 • Salaried, non-exempt • Medical, dental, disability, and life insurance • 401(k) plan with employer match • Work Location/Hours: • Must work from USA and be authorized to work for any US employer • We will supply all necessary computer equipment • 40-hour work week • We get it. We listen. We communicate. • Click Here to review our Privacy Policy
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